How to Manage Premium Add-ons & Pay as you go Features

Everything you need to know about optional upgrades, billing, and your CRM Wallet.

Your REI Pulse CRM includes powerful core features out of the box. In addition, there are optional premium services you can add to your account to unlock even more capabilities. These fall into two categories:

Pay-As-You-Go Features

These features are billed based on actual usage. Small amounts are deducted from your CRM Wallet each time the feature is used.

Monthly Add-On Subscriptions

These are optional premium services with a fixed monthly fee. They are charged directly to your card on file (not from your wallet).

How to Subscribe to a Monthly Add-On

Follow these steps to add a premium service to your account:

• 1.Log in to your REI Pulse CRM account

• 2.Go to Settings (bottom left of the sidebar)

• 3.Click on Company Billing

• 4.You will see a list of available add-ons with pricing

• 5.Click on the add-on you want to subscribe to

• 6.Enter or confirm your payment details (credit card)

• 7.Click Confirm to activate

Automatic setup: Once you confirm, the system automatically processes your payment and activates the service. No additional setup is needed on your end for most add-ons.

Important: Monthly add-on subscriptions are separate from your CRM Wallet balance. They are charged directly to your card on file each billing cycle.

How to Set Up Your CRM Wallet

Your CRM Wallet is required for pay-as-you-go features like AI, phone, email, and premium workflow actions. The wallet holds prepaid credits that are automatically deducted as you use these services.

Setting Up Your Wallet

• 1.Go to Settings > Company Billing

• 2.Find the Wallet section

• 3.Add a credit card on file

• 4.Set your auto-recharge amount (how much to add when balance gets low)

• 5.Set your minimum balance threshold (triggers auto-recharge when wallet drops below this amount)

How the Wallet Works

What If You Don’t See an Add-On?

If you do not see a specific add-on in your Company Billing settings, it may not be enabled for your account yet. This is controlled at the agency level.

What to Do

• 1.Contact support to request the add-on be enabled for your account

• 2.Post in The Pulse Community with your request

• 3.Join the weekly Thursday live support call for assistance

• Once the add-on is enabled, it will appear in your billing settings and you can subscribe immediately.

How to Cancel a Monthly Add-On

If you need to cancel a monthly add-on subscription:

• 1.Go to Settings > Company Billing

• 2.Find the active subscription you want to cancel

• 3.If a cancel option is available, click it and confirm

• 4.If no cancel option is shown, contact support for assistance

Note: Some add-ons (like WhatsApp) require a support ticket to cancel once activated. Contact our team and we will handle it for you.

Common Questions

Quick Reference: Where to Find Everything

Pro Tip: Keep your wallet card on file up to date to avoid any interruption in pay-as-you-go services. Set a reasonable auto-recharge amount so you never run out of credits unexpectedly.